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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: ackerrj who wrote (82349)	6/2/2007 2:05:58 PM
From: John Vosilla	Read Replies (1) \| Respond to of 110194

Wasn't he expecting DOW to drop to 1k 4-5 years ago? I hope he is finally right at least on direction this time.. I'll take DOW 10k, a nice recession to cleanse out the froth and misallocation of capital, avoid any chance of the hyperinflation and depression nonsense we often talk about and no serious long term damage to the economy being the end result of all this..

To: ackerrj who wrote (82349)	6/3/2007 2:42:02 AM
From: westpacific	Read Replies (2) \| Respond to of 110194

As always dividend paying stocks have been were to be. Safety has been in Gold, Commodities and Energy Complex. We have had big runs in all, not sure I would be a buyer of any right here this moment. For instance, there exists these MLP, multi limited partnerships in energy. Many have run 50% in 6 months just on stock price along with a dividend payout averaging 10%. Look at symbols like LGCY, CEP, MVO (this one has not moved as much but a nice play on oil assets). There exists many ETFs that allow you to buy foreign currency - Canada and Euro have just been two wonderful places to be. Again the Yen theme fits this also, going forward I see Yen making big advances as Japan raises rates, which I feel they will. Utilities with dividend payout have been unreal, but that is looking a little too overbought near term, would not enter right here. Of course Gold is the ultimate hedge, right now it needs to break out or break down, undecided on which we will see. Also the miners may selloff if we get the big market decline, which I see coming by no later than 2008. Solar Energy, right now in a bearish cycle, but the upside potential in this sector going forward is just incredible. Peter Lynch and Ted Turner feel solar going forward will be the investment choice for decades to come. And of course once this market tops out, the double inverse bearish ETF funds put out by Profunds - the hedgies will be buying these in droves once the technical patterns all line up. Diversify, a little Energy, some Utilites, some gold, some currencies, stocks - China on the next leg down, there are many nice ETFs funds to play this story as well. However China is not the place to be right now, in the past year incredible. Wait for the big leg down - China is not going away anytime soon. There are other themes - many. Whatever you do, make sure you are hedge against a dollar decline if your sitting in cash or dollar based bond funds. West